Retirement plan

DATAMART, INCORPORATED 401 K PROFIT SHARING PLAN

Name: DATAMART, INCORPORATED - DATAMART, INCORPORATED 401 K PROFIT SHARING PLAN (2016) Form 5500
Creator: DATAMART, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DATAMART, INCORPORATED 401 K PROFIT SHARING PLAN, DATAMART, INCORPORATED

DATAMART, INCORPORATEDEIN 04-2747724Plan #001PY 2016

40 WASHINGTON STREET, SUITE 110 - WELLESEY, MA 02481781-235-5520datamart.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+9.9% from 2015

Total participants

-11.1% from 2015

Average account balance

$194,307

+9.9% from 2015

Annual return

4.10%

+3.79 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.39M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$598K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$194,307

$135,956+42.9%

$123,894+56.8%

$273,972-29.1%

Participation rate

71.4%

84.1%-12.6pp

81.4%-10.0pp

83.0%-11.6pp

Annual return

4.10%

56.63%-52.5pp

47.52%-43.4pp

41.46%-37.4pp

Employer contribution / active EE

$2,800

$5,170-45.8%

$4,617-39.4%

$4,869-42.5%

Participant deferral / active EE

$5,959

$6,343-6.0%

$5,984-0.4%

$5,287+12.7%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

DATAMART, INCORPORATED 401 K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DATAMART, INCORPORATED 401 K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion